FSWA
TEF

Financial Synergies Wealth Advisors’s Telefonica TEF Stock Holding History

Financial Synergies Wealth Advisors’s Portfolio TEF Stock Details TEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-76
Closed -$247 – 498
2022
Q3 		$247 Hold
76
– – ﹤0.01% 434
2022
Q2 		$0 Buy
+76
New +$372 ﹤0.01% 493

Other funds holding TEF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Financial Synergies Wealth Advisors's TEF Position: Q4 2022 in Review

Financial Synergies Wealth Advisors sold out of Telefonica (TEF) in Q4 2022, closing a stake of 76 shares — an estimated $247 sold.

Financial Synergies Wealth Advisors first reported a position in TEF in Q2 2022 and held it in 2 quarters. The position peaked at $247 in Q3 2022. 208 funds tracked by Wall St. Rank hold TEF as of Q4 2022.

  • Financial Synergies Wealth Advisors reported no remaining Telefonica position as of Q4 2022 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 76 Telefonica shares in Q4 2022, an estimated $247.
  • Financial Synergies Wealth Advisors first reported a position in Telefonica in Q2 2022 and held it in 2 quarters.
  • Financial Synergies Wealth Advisors's Telefonica position peaked at $247 in Q3 2022.
  • 208 funds tracked by Wall St. Rank held Telefonica as of Q4 2022.

Based on Financial Synergies Wealth Advisors's 13F filing for Q4 2022, filed 4 Apr 2024.